Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WANY
Wealthspire Advisors (New York)’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Wealthspire Advisors (New York)’s Portfolio
SMH Stock Details
SMH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.35M
Buy
6,122
+575
+10%
+$228K
0.02%
265
2025
Q4
$2M
Buy
5,547
+502
+10%
+$176K
0.02%
299
2025
Q3
$1.65M
Buy
5,045
+1,094
+28%
+$324K
0.01%
305
2025
Q2
$1.1M
Buy
3,951
+2,943
+292%
+$682K
0.01%
371
2025
Q1
$213K
Buy
1,008
+14
+1%
+$3.36K
﹤0.01%
726
2024
Q4
$241K
Buy
+994
New
+$247K
﹤0.01%
698
2022
Q3
–
Sell
-2,378
Closed
-$242K
–
543
2022
Q2
$242K
Buy
2,378
+78
+3%
+$9.06K
0.01%
445
2022
Q1
$310K
Hold
2,300
–
–
0.01%
344
2021
Q4
$355K
Hold
2,300
–
–
0.01%
389
2021
Q3
$295K
Hold
2,300
–
–
0.01%
464
2021
Q2
$302K
Hold
2,300
–
–
0.01%
290
2021
Q1
$280K
Buy
+2,300
New
+$272K
0.01%
570
Other funds holding SMH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close